Automations

Small jobs that run on their own in n8n. The workflows here are examples made for this page, for any kind of business.

New lead: score it, then call or nurture

A lead from the website gets cleaned up and scored. A score of 70 or more texts the agent right away; anyone else goes on a nurture list and gets a follow-up email two days later.

What it does for you: Hot leads reach you in seconds, and the rest still hear back without you lifting a finger.
How I can do this for you: I can build this around your own lead form and your own idea of a hot lead.

Ask me about this

A workflow: new lead from the website, clean up the lead, score the lead, score 70 or higher? If true, text the agent now; if false, add to the nurture list, wait 2 days, send the follow-up email — On a computer

The text it sends

Messages, from (602) 555-0150now

Hot lead (90): Priya Natarajan, +16025550111. North Scottsdale, up to $650,000, 1-3 months. Call them now.

Example: the agent’s phone, made-up details

Missed call, texted back

When a call ends and nobody picked up, the caller gets a text back right away. The call is logged in a sheet and the team gets a message.

What it does for you: A missed call turns into a conversation instead of a lost lead.
How I can do this for you: I can hook this up to your business line so no caller is left waiting.

Ask me about this

A workflow: call ended, nobody picked up? If true, text the caller back, log the missed call, tell the team; if false, answered, nothing to do — On a computer

The text it sends

Messages, from (602) 555-0150now

Hi, this is Mesa Line Realty. Sorry we missed your call! Are you asking about a home? Text us back here and we'll get right on it.

Example: the caller’s phone, made-up details

Listing goes live, posts get made

When a listing’s status changes to Live in the sheet, its cover photo is pulled from Google Drive. A Just Listed post with the price, beds and baths is scheduled on Facebook, and the agent gets an email saying when it goes out.

What it does for you: Every new listing gets announced without anyone writing the post.
How I can do this for you: I can build this on your own listing sheet and the pages you post to.

Ask me about this

A workflow: listing sheet changed, status is Live? If true, get the cover photo, schedule the Facebook post, tell the agent — On a computer

The text it sends

Gmail, from Mesa Line Realtynow

Just Listed post scheduled: 4820 N Juniper Mesa Drive

Your Just Listed post for 4820 N Juniper Mesa Drive goes out on Facebook tomorrow at 9 AM.

Example: the agent’s phone, made-up details

New review: a thank-you or an alert

Every hour it checks for new reviews nobody has answered yet. Four or five stars get a thank-you reply; anything lower alerts the agent.

What it does for you: Happy clients get thanked the same day, and you hear about an unhappy one before anyone else does.
How I can do this for you: I can set this up on your business profile, in your own words.

Ask me about this

A workflow: every hour, get recent reviews, only new, unanswered ones, stars as a number, 4 or 5 stars? If true, reply with a thank-you; if false, alert the agent — On a computer

The text it sends

Slack, from #reviewsnow

2-star review from Owen Brandt: "Nobody called us back after our showing". Needs a personal reply today.

Example: the agent’s phone, made-up details

Showing reminders, the night before

Every day at 5 PM it reads tomorrow’s showings from the calendar. Clients with a phone number get a reminder text and the event is marked; if a number is missing, the agent gets an email to call.

What it does for you: Fewer no-shows, and you never have to remember to send the reminder.
How I can do this for you: I can build this on your own calendar for showings, consults or any appointment.

Ask me about this

A workflow: every day at 5 PM, get tomorrow’s showings, pull out the client, has a phone number? If true, text the reminder, mark it reminded; if false, ask the agent to call — On a computer

The text it sends

Messages, from (602) 555-0150now

Hi Grace, a reminder of your showing tomorrow at 10:30 AM: 4820 N Juniper Mesa Drive, Scottsdale. Reply YES to confirm or call us to move it. Dana, Mesa Line Realty

Example: the client’s phone, made-up details

How it could work in your business

Examples of what it could do, not past clients.

For a solo agent, a new web lead could reach your phone right away, and a missed call could get a text back while you’re busy.
For a team, showing reminders could go out every evening and an unhappy review could reach the team lead first.
For a dental office, every patient could get a reminder text the day before their visit.
For a home-services company, a caller the crew couldn’t answer could get a text back and land on the call log.

Get this built for you.

What you get: Workflows built on the tools you already use, each one taking a small job off your plate for good.
How it works: We talk about how you work. I build it around that. You own it.

Get in touch or write to [email protected]

Real estate agent? See the whole platform at casaintel.co.